Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q2 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-9.47K
- 2.88%
$410K - $516K
320K $7.48M
Jul 13, 2022 Q2 2022
Keystone Wealth Services, LLC

SELL
 -
-9.95K
- 43.13%
$431K - $542K
13.1K $307K
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

SELL
 -
-10.1K
- 32.12%
$436K - $548K
21.2K $497K
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-10.2K
Closed
$441K - $555K
0 $0
Jul 25, 2022 Q2 2022
Ulland Investment Advisors, LLC

SELL
 -
-10.2K
- 21.48%
$442K - $556K
37.3K $873K
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

SELL
 -
-10.4K
- 5.79%
$452K - $568K
170K $3.97M
Aug 04, 2022 Q2 2022
Sawgrass Asset Management LLC

SELL
 -
-10.6K
- 10.79%
$460K - $578K
87.6K $2.05M
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-10.7K
- 13.41%
$464K - $584K
69.2K $1.62M
Aug 02, 2022 Q2 2022
Lake Street Advisors Group, LLC

SELL
 -
-10.8K
- 7.31%
$468K - $588K
137K $3.2M
Aug 11, 2022 Q2 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-10.8K
- 4.24%
$470K - $591K
245K $5.73M
Aug 12, 2022 Q2 2022
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-10.9K
- 6.42%
$473K - $595K
159K $3.72M
Jul 18, 2022 Q2 2022
Wealth Cmt

SELL
 -
-11.5K
- 60.93%
$498K - $626K
7.37K $172K
Aug 03, 2022 Q2 2022
Boyd Wealth Management, LLC

SELL
 -
-11.8K
Closed
$510K - $641K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-11.8K
- 21.77%
$512K - $644K
42.5K $994K
Aug 15, 2022 Q2 2022
Intrepid Capital Management Inc

Jacksonville Beach, FL
SELL
 -
-12.1K
- 9.14%
$526K - $661K
121K $2.82M
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-12.3K
- 49.27%
$532K - $669K
12.6K $296K
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-12.4K
- 22.55%
$536K - $674K
42.5K $994K
Aug 25, 2022 Q2 2022
Sage Mountain Advisors LLC

SELL
 -
-12.8K
- 14.39%
$556K - $699K
76.3K $1.79M
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
SELL
 -
-12.9K
- 9.34%
$559K - $703K
125K $2.93M
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

SELL
 -
-13.2K
- 13.0%
$573K - $721K
88.5K $2.07M
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-13.2K
- 13.0%
$573K - $721K
88.5K $2.07M
Jul 27, 2022 Q2 2022
Index Fund Advisors, Inc.

SELL
 -
-13.3K
- 20.85%
$576K - $724K
50.4K $1.18M
Aug 08, 2022 Q2 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-14K
Closed
$605K - $761K
0 $0
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-14.2K
Closed
$615K - $774K
0 $0
Aug 02, 2022 Q2 2022
Moneywise, Inc.

SELL
 -
-14.5K
- 2.18%
$628K - $790K
651K $15.2M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-14.9K
- 9.47%
$647K - $813K
143K $3.34M
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-15.4K
- 12.52%
$669K - $842K
108K $2.52M
Aug 03, 2022 Q2 2022
Matrix Trust CO

SELL
 -
-15.5K
- 2.75%
$672K - $845K
548K $12.8M
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-16.7K
- 3.15%
$725K - $912K
514K $12M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
SELL
 -
-17.4K
- 3.74%
$756K - $951K
449K $10.5M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-17.6K
- 13.65%
$763K - $959K
111K $2.6M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

SELL
 -
-18.5K
- 40.28%
$803K - $1.01M
27.5K $642K
Aug 09, 2022 Q2 2022
Red Tortoise LLC

Atlanta, GA
SELL
 -
-20.9K
- 22.57%
$905K - $1.14M
71.6K $1.67M
Jul 28, 2022 Q2 2022
Riversedge Advisors, LLC

SELL
 -
-21.4K
- 2.66%
$926K - $1.16M
782K $18.3M
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-21.9K
- 26.41%
$951K - $1.2M
61.1K $1.43M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

SELL
 -
-22.4K
Closed
$973K - $1.22M
0 $0
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-22.6K
- 7.8%
$981K - $1.23M
267K $6.26M
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-23K
Closed
$998K - $1.26M
0 $0
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

SELL
 -
-24.6K
- 5.46%
$1.07M - $1.34M
426K $9.97M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-24.8K
- 17.69%
$1.07M - $1.35M
115K $2.7M
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-25.3K
- 1.27%
$1.1M - $1.38M
1.97M $46M
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-25.4K
- 2.88%
$1.1M - $1.39M
856K $20M
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-25.7K
- 3.16%
$1.12M - $1.4M
789K $18.5M
Aug 11, 2022 Q2 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-25.7K
- 3.16%
$1.12M - $1.4M
789K $18.5M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-33.4K
- 76.71%
$1.45M - $1.82M
10.1K $237K
Aug 10, 2022 Q2 2022
Fortis Capital Management LLC

SELL
 -
-34.7K
- 12.85%
$1.51M - $1.89M
236K $5.51M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-36.1K
- 2.29%
$1.57M - $1.97M
1.54M $36.1M
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-39K
- 9.36%
$1.69M - $2.13M
378K $8.85M
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-40.8K
- 74.9%
$1.77M - $2.22M
13.7K $320K

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